Q4 2019 Holdings
Filed 2020-02-12 | 294 holdings | $4.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cognex Corp(CGNX) | COM | 192422103 | $198.9K | 3,548,429 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $199.4K | 1,333,495 | 0.0% |
| Synchrony Finl(SYF) | COM | 87165B103 | $202.0K | 5,609,620 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $202.7K | 2,191,714 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $203.5K | 864,862 | 0.0% |
| Cree Inc | COM | 225447101 | $206.2K | 4,467,830 | 0.0% |
| New York Times Co(NYT) | CL A | 650111107 | $225.8K | 7,020,056 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $240.4K | 992,773 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $241.6K | 682,098 | 0.0% |
| Celanese Corp del(CE) | COM | 150870103 | $250.2K | 2,031,985 | 0.0% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $251.4K | 1,560,126 | 0.0% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $256.6K | 1,654,084 | 0.0% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $268.6K | 1,677,192 | 0.0% |
| Gardner Denver Hldgs Inc(GDI1EUR) | COM | 36555P107 | $273.6K | 7,459,498 | 0.0% |
| AIR Lease Corp(AL) | CL A | 00912X302 | $275.4K | 5,796,247 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $292.7K | 1,954,150 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $294.9K | 1,860,758 | 0.0% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $305.1K | 3,183,585 | 0.0% |
| Carnival Corp(CCL) | UNIT 99/99/9999 | 143658300 | $323.2K | 6,358,328 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $330.5K | 996,268 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $344.2K | 16,055,421 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $349.0K | 57,020,290 | 0.0% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $351.8K | 5,550,836 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $357.1K | 3,301,699 | 0.0% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $362.2K | 3,913,755 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $385.3K | 7,161,155 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $388.6K | 11,375,993 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $412.4K | 6,940,749 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $412.5K | 1,885,816 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $424.0K | 2,256,653 | 0.0% |
| Petroleo Brasileiro SA Petro(PBR) | SPONSORED ADR | 71654V408 | $456.6K | 28,647,254 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $467.6K | 2,299,008 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $471.9K | 4,299,239 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $487.6K | 5,716,098 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $489.4K | 7,192,614 | 0.0% |
| Ceridian HCM Hldg Inc(DAY) | COM | 15677J108 | $512.7K | 7,553,052 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $528.3K | 7,297,293 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $545.8K | 4,384,447 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $550.6K | 268,092 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $556.2K | 4,621,782 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $562.4K | 4,696,406 | 0.0% |
| Fortive Corp(FTV) | COM | 34959J108 | $590.7K | 7,733,142 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $591.8K | 11,171,024 | 0.0% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $609.2K | 9,823,283 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $624.7K | 5,607,418 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $634.6K | 11,213,708 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $671.2K | 5,916,250 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $675.7K | 2,237,153 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $676.8K | 366,252 | 0.0% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $684.7K | 7,209,365 | 0.0% |